Finance and Accounting Jobs in Santa Rosa, CA
A Finance and Accounting Professional in the insurance industry is primarily responsible for managing the financial health of the organization. This involves financial forecasting, budget planning, cost management, and financial analysis. They ensure that the company complies with all financial regulations, maintain records of its assets and liabilities, process its payroll, and prepare its financial statements. Furthermore, they play a significant role in making strategic decisions by providing financial insights and analysis.
Key skills for a Finance and Accounting Professional in the insurance industry include strong analytical skills, proficiency in financial software, keen attention to detail, and an extensive understanding of financial rules and procedures. Important certifications could include Certified Public Accountant (CPA), Certified Management Accountant (CMA), and Certified Financial Analyst (CFA). Prior roles someone might have before stepping into this position include Accountant, Financial Analyst, or Auditor.
Key Responsibilities: Responsible for budgeting, forecasting, ad-hoc reporting, and trend analysis Compiles new and rebid pro-forma and analyzes for accuracy Prepares and analyzes monthly...
Our SaaS based client in San Mateo, CA is seeking a Sr. Revenue Finance Manager to manage the full range of subscription revenue planning, forecasting, and analysis activities. You would also...
UHNW Financial Advisor 30B+ AUM RIA San Francisco Peninsula Multi-family office serving ultra-high-net-worth clients is seeking a Wealth Advisor to join its Silicon Valley team. This role involves...
Profitable and internationally growing life sciences business is currently looking for a FP&A Manager. You will play a critical role in determining the company's long-term goals. You will...
/Accounting Demonstrated Analytical and financial modeling experience for large business units Advanced Excel skills (can perform complex functions) required Experience using BI tools such as SAP Analytics...
Investment Analyst | Multi-Asset Family Office Location: San Francisco, CA (In-Person) Company: Confidential Family Office About the Role Our client, a confidential family office with a broad...
- Sonoma, CA (22 miles from Santa Rosa, CA)
- 2 days ago
- Sonoma, CA (22 miles from Santa Rosa, CA)
- 2 days ago
This role involves overseeing the planning processes, including projections, quarterly/annual forecasts, and long-term planning. It also encompasses the quarterly closing process, delivering...
At SteelPeak Wealth, we operate with a growth mindset. We are seeking Bay Area-based advisors who are ready to join an RIA that surrounds them with resources and talent so they can focus on what...
The role requires a seasoned professional with excellent interpersonal and natural leadership skills, coupled with demonstrated CFO experience in Finance & Accounting consulting....
Overview At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom potential are two important factors that job seekers look for when...
QUALIFICATION requirements (EXPERIENCE, TRAINING, SKILLS, EDUCATION) KNOWLEDGE: Bachelors' Degree in Accounting with 3-5 years of solid accounting experience with general ledgers, financial statements...
LHH is collaborating with a renowned retail company dedicated to providing exceptional value and service to its clients. Located in San Francisco, this company offers a dynamic and collaborative...
As a team, we've launched five satellites into orbit, signed ten commercial deals worth over $1 billion in revenue, raised over $750 million from top global investors, and recruited a team of over...
Financial Advisor - Paid Training Provided
- Healdsburg, CA (13 miles from Santa Rosa, CA)
- 6 days ago
- Healdsburg, CA (13 miles from Santa Rosa, CA)
- 6 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 28-Mar-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Financial Planner - Grand Falls-Windsor or Gander, NFLD
- Windsor, CA (6 miles from Santa Rosa, CA)
- 13 days ago
- Windsor, CA (6 miles from Santa Rosa, CA)
- 13 days ago
Requisition ID: 223335 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Planner, you will focus on developing and deepening...
Demographic Data for Santa Rosa, CA
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Salary for Finance and Accounting Jobs in Santa Rosa, CA
Highest Education Level
Finance and Accountings in Santa Rosa, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Finance and Accounting position
- CPA
- Modeling
- Forecasting
- Cost Accounting
- Reconciliation
- Fixed Assets
- Financial Modeling
- Budget Forecasting
- Financial Planning
- Financial Planning and Analysis
- Accruals
- General Accounting
- Regulations
- Essbase
- Series 7 Licensed
- Monthly Accounting Close
- Controllership
- Corporate Accounting
- Budgets
- JD Edwards
- Corporate Finance
- Financial Forecasting
- Financial Operations
- Journal Entries
- Accounting Software
- Balance Sheets
- Variance Analysis
- Internal Control
- Financial Statements
- Generally Accepted Accounting Principles
- Account Reconciliation
- Month-End Close
- Reconciliations
- General Ledger
- Financial Reporting
- Financial Analysis
- Accounts Receivable
- Reimbursement
- Finance
- Accounting
- Decision Making
- Auditing
- Documentation
- Collaboration
- Budgeting
- Bachelor's Degree
- Reporting
- Sales
- Policy Development
- Problem Solving
- Microsoft Office
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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